November 7, 2018 | Toronto
Vantage Venues
Summit Co-Chairs:
Barbara Foy-Pilchner, Managing Director, National Accounts, Manulife Asset Management
Erin Griffiths, Managing Director, Global Online Brokerage, Scotiabank
October 15-17, 2018 | Dallas, TX
Hyatt Regency Dallas
The Keys to Growth: Reinventing and Enhancing the Client Experience
Co-Chairs:
Keith Glenfield, Managing Director, Head of Investment Products, Bank of America, Merrill Lynch
Cheryl Nash, President, Investment Services, Fiserv
October 2, 2018 | Chicago
Morningstar Headquarters | 22 W. Washington Street | 7th Floor
Staying Ahead of the Sustainable Investing Curve
The sustainable investing space is evolving rapidly. Not a week goes by without another article documenting the burgeoning demand from clients, the announcement of a major hire by an industry-leading firm, or the availability of more ESG-related products.
September 13-14, 2018 | Chicago, IL
The Westin O’Hare
Forum Co-Chairs:
John Moninger, Managing Director, Retail Sales, Eaton Vance
Mark Spina, Head of U.S. Advisor & Intermediary Solutions, Russell Investments
Brett Wright, Co-Head of Client Group, Macquarie Investment Management Americas
September 13, 2018 | New York, NY
OppenheimerFunds
225 Liberty Street
New York, NY 10281
Co-Chairs:
Sheila (Bonitz) Stotler, Senior Vice President, Product Management, Brinker Capital
Adam Tabor, Vice President, Client Insights and Analytics, OppenheimerFunds
September 12-13, 2018 | Chicago, IL
The Westin O’Hare
The Symposium is a gathering of female client-facing professionals designed to inspire, empower and support future women leaders in distribution.
Symposium Co-Chairs:
Karen Lutomski, Managing Director, Advisor Consultant, Private Wealth Advisory, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management
June 21, 2018 | NYC
Thomson Reuters
3 Times Square
New York, NY
Partnering in a New World of Alternative Investments
Co-Chairs:
Jeremy Beal, Managing Director, Head of Alternative Investments, Wealth Management, Morgan Stanley Wealth Management
Paul Weisenfeld, Director, National Accounts and Alternative Investments, Legg Mason
June 19, 2018 | NYC
Morgan, Lewis & Bockius
101 Park Avenue, 39th Floor
New York, NY 10178
Co-Chairs:
Leah Buenaventura, Director & Assistant General Counsel, Bank of America Merrill Lynch
Daniel Moonay, Managing Director & Senior Counsel, BlackRock
June 15, 2018 | NetMeeting
In this replay, a panel of industry experts share their insights and perspectives on the changing, expanding world of alternative investments.
June 14, 2018 | NetMeeting
In this NetMeeting replay, Eamonn Maguire, Global Lead in Blockchain & Distributed Ledger Technologies for KPMG US, gives a primer on the key features of Blockchain technology and a case study of how Blockchain could help create value for the funds industry through cost savings and efficiencies in terms of speed and simplicity.